Carson Wealth (CWM LLC)
MVV icon

Carson Wealth (CWM LLC)’s ProShares Ultra MidCap400 MVV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MVV Stock Details MVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-377
Closed -$27K – 3744
2021
Q4 		$27K Buy
+377
New +$25.8K ﹤0.01% 1834

Other funds holding MVV

LC
LTG Capital Newton, Massachusetts $131M AUM 19.7% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CCM
Crew Capital Management Cincinnati, Ohio $151M AUM 20.49% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MVV Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of ProShares Ultra MidCap400 (MVV) in Q1 2022, closing a stake of 377 shares — an estimated $27K sold.

Carson Wealth (CWM LLC) first reported a position in MVV in Q4 2021 and held it in 1 quarter. The position peaked at $27K in Q4 2021. 28 funds tracked by Wall St. Rank hold MVV as of Q1 2022.

  • Carson Wealth (CWM LLC) reported no remaining ProShares Ultra MidCap400 position as of Q1 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 377 ProShares Ultra MidCap400 shares in Q1 2022, an estimated $27K.
  • Carson Wealth (CWM LLC) first reported a position in ProShares Ultra MidCap400 in Q4 2021 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s ProShares Ultra MidCap400 position peaked at $27K in Q4 2021.
  • 28 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.